CLIENT SERVICES COORDINATOR II
1 month ago
As a Client Services Coordinator II , your day will be filled with opportunities to assist with the daily management of assigned portfolios including, but not limited to, all new and outstanding relationships. Serve as primary contact for existing clients.Loan documentation and related experience is important.There are many exciting opportunities to grow professionally within our company. Our past accomplishments and continued future successes are directly attributed to the individual success of our employees. Many of our employees started their careers at Stock Yards Bank as Client Services Coordinators continued to future success.
Responsibilities
Daily responsibilities include, but are not limited to, the following:
- Problem solving with customer requests and inquiries
- Assess customer needs and recommend bank products
- Make decisions in the absence of the lender
- Answer phones and greet customers
- Communicate effectively with customers, internal and external, either verbally or in writing
- Assist customers with all transactional needs between accounts, to include, but not limited to, account transfers and wire requests.
- Partner with all business lines to service customer's banking needs, such as opening accounts and account maintenance
- Identify any cross selling opportunities
- Assist in the preparation, maintenance, and servicing of loans, which includes ordering any supporting documentation from outside service providers
- Knowledge of the bank's loan policy and departmental procedures
- Create customer profiles in lending software and assist in preparation of approval document
- Determine appropriate approval authorities required for all loan requests
- Ensure all documents are accurate and ready for closing
- Close loans in lender's absence
- Fund loans according to documentation within the loan package
- Submit closed loans for processing in a timely manner
- Manage all exception reports by notifying clients, vendors, or lenders of needed documentation
- Submit required, collected financial statements to Credit Analysts for processing
- Provide administrative support to the department as needed
- Assist in organizing departmental events as needed
- Make decisions pertaining to customer accounts within limits set by department
- Other duties as assigned
The successful candidate will have the following qualifications:
- High School Diploma or GED Equivalent
- College Degree preferred
- Minimum of 3 year recent experience in related field or professional work experience in financial services industry
- Knowledge of basic lending fundamentals and loan documentation
- Communicate effectively through writing and speaking as appropriate for the needs of the audience
- Capability to communicate and collaborate with all levels of management and employees
- Demonstrates active listening skills
- Attentive to detail
- Ability to maintain customer satisfaction and generate positive client relationships
- Efficiently manage time
- Proficiencies to include Word, Excel and Outlook
- Professional appearance and demeanor
- 401(k) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer / Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Health Savings Accounts
- Bank paid Life / AD& D insurance
- Voluntary Life / AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program
Physical Requirements
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
-
Client Services Coordinator II Position
1 month ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob Description:The Client Services Coordinator II is a vital role at Stock Yards Bank & Trust, responsible for managing assigned portfolios and serving as the primary contact for existing clients. As a key member of our team, you will be involved in loan documentation and experience is essential. Our company prides itself on the individual success of our...
-
Client Service Specialist II
2 weeks ago
Louisville, United States Automatic Data Processing Full timeClient Service Specialist II is responsible for developing and maintaining effective relationships with ADP clients and is the direct client contact for retirement plan services. The Client Service Specialist is responsible for communicating with cli Client Service, Specialist, Service, Business Partner, Client, Technology, Retail
-
Client Service Specialist II
4 weeks ago
Louisville, United States Eurofins Scientific Full timeClient Service Specialist II responsibilities include, but are not limited to, the following:Client Interaction. Research problems that may arise and involve others if needed to help with final resolve for client. Answering calls with clients to bett Client Service, Specialist, Service, Processing, Client, Specimen, Retail
-
Client Service Specialist II
2 weeks ago
Louisville, United States ADP Full timeAt ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.We strive for every interaction to be driven by our CORE values: Insightful Expertise,...
-
Client Services Professional II
1 month ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeOverviewAt Stock Yards Bank & Trust, we are seeking a Client Services Coordinator II to join our team. This role plays a vital part in ensuring exceptional customer experiences.Salary Range: $50,000 - $65,000 per yearKey Responsibilities:Solve customer problems and inquiries efficientlyAssess customer needs and recommend bank products accordinglyMake...
-
CLIENT SERVICES COORDINATOR II
1 month ago
Louisville, United States Stock Yards Bank & Trust Full timeProblem solving with customer requests and inquiries Assess customer needs and recommend bank products Make decisions in the absence of the lender Answer phones and greet customers Communicate effectively with customers, internal and external, either Client Service, Commercial, Lending, Coordinator, Insurance, Client Relations, Business Services, Banking
-
Service Coordinator
3 months ago
Louisville, United States Crane 1 Services, Inc. Full timeService Coordinator As a Service Coordinator, you will work with clients to provide quality service and to ensure clients get the services they need. There is a heavy customer service basis, as the Service Coordinator is often the initial contact, so having good people skills is a must. You will also need to build strong relationships with our partners,...
-
Client Service Specialist
4 weeks ago
Louisville, United States ADP Full timeAt ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.We strive for every interaction to be driven by our CORE values: Insightful Expertise,...
-
Administrative Assistant II
2 weeks ago
Louisville, Kentucky, United States eTeam Full time**Job Summary:** We are seeking an experienced Administrative Assistant II - Operations Coordinator to join our team at eTeam. This role requires a high level of administrative support, including calendar management, meeting coordination, and document preparation.**Key Responsibilities:Assist senior staff with administrative tasks, including scheduling,...
-
Department Coordinator II
3 weeks ago
Louisville, United States University of Louisville Full time $17 - $25Minimum Requirements:High School Diploma/GED with two (2) years of related experience or an equivalent combination of education and experience. Grade 2 (Hourly)Position Description:The Department Coordinator II position provides administrative support to the University of Louisville School of Dentistry Business Office with a focus on HR support. This...
-
Department Coordinator II
3 weeks ago
Louisville, United States University of Louisville Full time $17 - $25Minimum Requirements:High School Diploma/GED with two (2) years of related experience or an equivalent combination of education and experience. Grade 2 (Hourly)Position Description:The Department Coordinator II position provides administrative support to the University of Louisville School of Dentistry Business Office with a focus on HR support. This...
-
Client Success Coordinator
5 days ago
Louisville, Kentucky, United States ADI Management Full timeAre you a motivated and enthusiastic individual looking for a new challenge? We're seeking a talented Client Success Coordinator to join our team and help us achieve our goals.In this role, you'll be responsible for coordinating client success initiatives, building relationships with key stakeholders, and developing strategic plans to drive business growth...
-
Service Coordinator
4 months ago
Louisville, United States Housing Services - VOA Mid-States Full timePOSITION TITLE: Service CoordinatorLOCATION: Louisville, KY (South Oaks)STATUS: Full Time, Hourly, Non-ExemptPROGRAM: HUD Housing REPORTS TO: Community AdministratorINTRODUCTION:Volunteers of America Mid-States (VOA) is a non-profit organization spanning four states that creates positive change in the lives of individuals and communities through a ministry...
-
Service Coordinator
4 months ago
Louisville, United States Housing Services - VOA Mid-States Full timePOSITION TITLE: Service Coordinator LOCATION: Louisville, KY (South Oaks) STATUS: Full Time, Hourly, Non-Exempt PROGRAM: HUD Housing REPORTS TO: Community Administrator INTRODUCTION: Volunteers of America Mid-States (VOA) is a non-profit organization spanning four states that creates positive change in the lives of individuals and communities through a...
-
Client Services Representative
5 months ago
Louisville, United States arvato Bertelsmann Full timeThis role is responsible for providing industry-leading service while meeting the quality and KPI expectations at Arvato. Responsible for supporting business objectives to ensure client satisfaction with products and services. Your Tasks Oversee customer accounts to ensure SLAs are met and create, generate, and maintain reports (daily, weekly, monthly as...
-
Service Coordinator
5 days ago
Louisville, Kentucky, United States Restaurant Service Solutions Full timeRestaurant Service SolutionsWe are seeking an experienced Field Operations Manager to join our team in Louisville, KY. This is a hybrid role that requires coordination of field service resources, including internal technicians and subcontractors.The estimated salary for this position is $65,000 - $85,000 per year, depending on experience.Job...
-
Clinical Services Coordinator
6 days ago
Louisville, Kentucky, United States Isaiah House Full timeIsaiah House is seeking a Clinical Services Coordinator to provide clinical support services for our clients.About the JobEstimated Salary: $45,000 - $65,000 per yearLocation: Hillview, KYJob ResponsibilitiesCoordinate clinical activities and provide administrative support.Assist in maintaining client records and ensuring compliance with HIPAA.Collaborate...
-
Client Relationship Management
4 weeks ago
Louisville, United States LHH Recruitment Solutions Full timeJob DescriptionJob DescriptionClient Engagement – Coordinator:LHH Recruitment Solutions is seeking a Client Engagement Coordinator to join our client’s team and assist with account work for a large team of Sales Professionals. This role involves supporting transactions for complex or high-yield accounts, maintaining communication with various...
-
Clinical Trials Coordinator II
5 days ago
Louisville, Kentucky, United States Allen Spolden Full timeJob Summary: We are seeking a skilled Clinical Research Associate II to join our team at Allen Spolden. The successful candidate will have a strong background in clinical research, excellent communication skills, and the ability to work independently. As a Clinical Research Associate II, you will be responsible for providing support for all clinical trials,...
-
Administrative Assistant II
3 weeks ago
Louisville, United States Manpower Full timeOur client, a dynamic organization in the logistics industry, is seeking an Administrative Assistant II to join their team. As an Administrative Assistant II, you will be part of the administrative support team, ensuring smooth operations and effective communication within the department. The ideal candidate will have strong organizational skills, excellent...